Vietnam Insight

 The market has become more cautious. US stock futures declined on Monday after President Donald Trump announced a 30% tariff on imports from the European Union and Mexico starting August 1, escalating global trade tensions. EU and Mexican leaders signaled their intent to continue talks with the Trump administration this month in hopes of negotiating a lower rate. Markets also turned cautious ahead of a key US inflation report due this week, which could offer insight into the economic impact of the new tariffs. Meanwhile, attention is shifting to the second-quarter earnings season, with major companies including JPMorgan, Wells Fargo, Johnson & Johnson, United Airlines, and Netflix set to release results in the coming days. On the policy front, economic adviser Kevin Hassett made headlines by stating that President Trump “can fire” Federal Reserve Chair Jerome Powell “if there’s cause,” adding another layer of uncertainty for investors.

Head to the all time peak. VNINDEX closed at 1,457.76 (+12.12 points, +0.84%) with high liquidity exceeding the 20-session average. The market had 159 stocks increasing and 179 stocks decreasing. The group of stocks contributing the most to the market's increase were VIC, VCB, VHM while VPL CTG HVN contributed to the market's decrease. Foreign investors net bought about 1,222 billion, the value mainly concentrated in stocks SSI and HPG.

Trading Strategy: Investors should temporarily stop buying new stocks that have increased significantly. Priority should be given to holding more. If participating in new purchases, you can participate with a low proportion, prioritizing groups that are closely following the MA 20/50/200 support and are in an uptrend. You can prioritize real estate, banking, and energy groups that are in low areas and have an accumulation base.